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Quicken Mac should automatically update Quicken Mobile — and vice versa!

Scott Rose

When trying to synchronize transactions between Quicken Mac and Quicken Mobile, we are typically required to MANUALLY click on the "Update All Online Accounts" button in Quicken Mac. But this should be an AUTOMATIC function!

The "Update All Online Accounts" button only refreshes itself automatically when we launch Quicken Mac, but it would be awesome if the "Update All Online Accounts" button automatically updated under these 2 circumstances:

1. After we type in new transactions in Quicken Mac, the "Update All Online Accounts" should automatically update in order to send those new transactions to Quicken Mobile.

2. After a new transaction is typed into Quicken Mobile and updates the Quicken cloud, the "Update All Online Accounts" in Quicken Mac should automatically update itself so that new Quicken Mobile transactions are put into Quicken Mac.

Thanks!
Scott

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Planned

Status: Planned

Comments

Scott Rose

Whenever we launch Quicken Mac, we want Quicken Mac to automatically bring in all of our transactions from Quicken Mobile.

And whenever we quit Quicken Mac, we want Quicken Mac to automatically send our newly-entered transactions to Quicken Mobile.

However, none of this ever happens automatically in Quicken Mac.

We are always forced to MANUALLY remember to MANUALLY click on the "Update All Online Accounts" button in Quicken Mac, whenever we want to sync between Quicken Mac and Quicken Mobile.

Please make this process automatic.

The irony here is that it seems like Quicken Mac automatically syncs stock quote prices for our portfolio accounts as soon as we launch Quicken Mac, but it never automatically syncs between Quicken Mac and Quicken Mobile.

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gary

Sync to Quicken Cloud is checked in my one step update settings, but mobile sync does not work unless I manually go intoQuicken Mobile and Web and press the Sync Now button. This One Step Update function is broken.

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gary

I am seeing One Step Update not completing the mobile sync on the Windows version as well.

pliu

As for #1, it is a great idea. Also, I would like option to turn off "Update All Online Account" each time we type in new transaction. If I am working on a lot of transaction, I would like it to hold on the update until I am done. Having that keep on running might slow down the system since I am still making changes. Unless Quicken implemented this in a way that won't pause/stuck/slow down/corrupt data in anyway.

#2, same idea.

In addition to those 2 circumstances, I would like Quicken to be updated daily or by scheduling option (like twice a day) of some sort by itself without any interaction, like opening Quicken or using it. So, if I didn't use it for 1 week while traveling, it will still be up-to-day (within hours, rather than 1 whole week).

MplsP

Totally agree - every other financial software I have used would at the very minimum update when you opened the program. Having no way to schedule auto updates is a big miss, IMO.

Quicken Anja

Hello All,

The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request.

If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available

here

Thank you,

Quicken Community Support Team

[Merged Post]

Scott Rose

I've gotten accustomed to always clicking on the sync button, but it would be nice for this to happen on its own.

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jdpmus

This should be a standard feature at best. Why the foot-dragging?

Paul Mackey

Agree with Scott. Should be a simple option to select Quicken desktop to sync to mobile automatically

[Merged Post]

Quicken Anja

Hello All,

The status of this Idea has been changed to Under Consideration as it has reached enough votes and has been submitted to our Product and Development team for further review.

Thank you!

Quicken Anja

Hello again,

The status of this Idea has been changed to Planned as it has been accepted by our Product and Development team for future implementation. However, we do not have an ETA available.

Thank you!

pa_frazier

I'm voting we move this forward to an actual solution - automatic updates really should be part of the available settings. Let's make this happen soon please? This thread is now almost 4 years old! I'm not seeing a place to "vote". The benefit should be obvious - launch the program and have it update to work with the most current account balances.

R. Barre

I strongly wish Quicken would automatically update account info every time I open the app. Or at a set time. Or times. Just as long as it's automatic.

Russ510

I want to go a bit further than just updating on startup (which I agree with). Quicken should also update at some user selected interval after that (every 4/6/12/24 hours). I leave Quicken running all the time and want the Web app to get new transactions without having to touch my Quicken on my Mac Mini.